See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,706 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,883 | $52,208-71.5% | $86,612-82.8% | $74,419-80.0% |
| Participation rate | 94.8% | 66.3%+28.5pp | 71.7%+23.1pp | 70.7%+24.0pp |
| Annual return | 22.11% | 44.46%-22.3pp | 591.07%-569.0pp | 34.38%-12.3pp |
| Employer contribution / active EE | $1,948 | $2,282-14.6% | $3,022-35.5% | $2,637-26.1% |
| Participant deferral / active EE | $2,218 | $3,383-34.4% | $4,438-50.0% | $4,528-51.0% |
| Admin fee / account holder | $7 | $319-97.9% | $5,614-99.9% | $348-98.1% |